Valeo Financial Advisors, LLC: GM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on GM, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 16,142 GM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 16,142 sharesChange vs previous 13F +1,394 shares
0.03% of the 13F portfolio, value $1,242,949.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 14,748 sharesChange vs previous 13F +4,937 shares
0.02% of the 13F portfolio, value $1,136,741.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,811 sharesChange vs previous 13F -4,812 shares
0.02% of the 13F portfolio, value $730,887.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,623 sharesChange vs previous 13F -2,791 shares
0.03% of the 13F portfolio, value $1,189,129.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,414 sharesChange vs previous 13F +695 shares
0.02% of the 13F portfolio, value $1,061,737.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 16,719 sharesChange vs previous 13F -4,126 shares
0.02% of the 13F portfolio, value $822,735.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,845 sharesChange vs previous 13F -93,465 shares
0.02% of the 13F portfolio, value $828,334.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 114,310 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,147,557.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).